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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

732 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $24.4B → $27.6B (+$3.22B)

3% more funds holding

Funds holding: 714732 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 273

56% less call options, than puts

Call options by funds: $187M | Put options by funds: $425M

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
273
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
551
Marino Stram & Associates
Massachusetts
$332K +$331K +596 New
EF
552
Empirical Finance
Pennsylvania
$327K +$326K +587 New
HCA
553
Harbour Capital Advisors
Virginia
$327K +$326K +587 New
CF
554
Centaurus Financial
California
$323K -$14.4K -26 -4%
WS
555
Wedbush Securities
California
$320K +$319K +575 New
MFW
556
Meristem Family Wealth
Minnesota
$319K
GT
557
Greenleaf Trust
Michigan
$317K +$19.4K +35 +7%
GCP
558
GSA Capital Partners
United Kingdom
$316K -$77.7K -140 -20%
TIA
559
Tiemann Investment Advisors
California
$316K +$4.44K +8 +1%
WA
560
WESPAC Advisors
California
$315K -$374K -674 -54%
WWM
561
Western Wealth Management
Colorado
$315K +$315K +567 New
PG
562
Patten Group
Tennessee
$312K
RB
563
Renasant Bank
Mississippi
$312K +$555 +1 +0.2%
PWM
564
PRW Wealth Management
Massachusetts
$312K +$311K +560 New
PAMP
565
Polar Asset Management Partners
Ontario, Canada
$311K -$129K -232 -29%
BHIA
566
Birch Hill Investment Advisors
Massachusetts
$306K
ETC
567
Exchange Traded Concepts
Oklahoma
$306K +$210K +378 +220%
PCA
568
Peddock Capital Advisors
Massachusetts
$304K
MG
569
Mather Group
Illinois
$300K +$555 +1 +0.2%
PCM
570
Peregrine Capital Management
Minnesota
$299K -$111K -200 -27%
SIM
571
Sentry Investment Management
Wisconsin
$298K
ST
572
Smithfield Trust
Pennsylvania
$297K
LFF
573
Level Four Financial
Texas
$296K +$295K +532 New
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$294K -$17.8K -32 -6%
MYAM
575
Meiji Yasuda Asset Management
Japan
$293K

SIVB Hedge Fund Activity: Q2 2021 in Review

732 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2021, worth a combined $27.6B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SIVB positions and 69 closed out — a net gain of 24 holders — while 259 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $686M. The largest seller was Citadel Advisors, cutting an estimated $192M.

  • 732 institutional investors held SVB Financial Group (SIVB) as of Q2 2021, up from 714 in Q1 2021.
  • Funds reported $27.6B of SVB Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
  • 93 funds opened new SVB Financial Group positions in Q2 2021 and 69 closed out, a net change of +24 holders.
  • The largest SVB Financial Group buyer in Q2 2021 was JP Morgan Chase, an estimated $686M added.
  • The largest SVB Financial Group seller in Q2 2021 was Citadel Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.